Reinventing Success
The PCM Experience
Let's Reinvent Success in Life
Our 5-step, integrated, wealth management process simplifies, helps to clarify and addresses your most complex wealth-related issues. Together we will identify your financial goals and create a plan for your future. It all starts with you.
We're here to make sure you get what you want out of life.
The 5-Step Process
Step 1
Initial Discovery Meeting
Our initial meeting is truly a conversation all about you. Throughout our first discussion, we want to learn what’s most important about you, your goals and the values that you hold dear.
Step 2
Investment Plan Meeting
Drawing from the information gathered during your Discovery Meeting, we present our findings in a comprehensive investment plan highlighting the strengths that your family brings to the table as well as the opportunities for improvement that we can help with to ensure you meet your financial goals.
Step 3
Mutual Commitment Meeting
Shortly after our investment planning meeting, we mutually decide if our firm is the right fit for meeting your family’s needs. If we both decide that we are in agreement for meeting your family’s goals, we commit together towards achieving what is important to you and your family.
Step 4
Follow-up Meeting
After you have chosen us to be your advocates, we have our 45-Day Follow-Up meeting to organize your account paperwork. In addition, we will start your personally-designed Advanced Plan, outlining your entire range of financial needs, with our recommendations for moving forward.
Step 5
Ongoing Progress Meetings
During our regular process meetings, we will meet with you at mutually-convenient times. These get togethers give us an opportunity to make adjustments to your portfolios based on changes in your life since our previous visit. At your first Regular Progress meeting, we’ll present our Advanced Plan, based on our earlier information-gathering. Then, together, we’ll prioritize the initiatives of greatest importance to you, so we can begin to address them systematically. We also review progress toward your long-term life and financial goals.
Contact Us
Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States
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About Us
At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.
Business Hours
We welcome the opportunity to support you anytime you might need us. We are open from:
Monday - Friday: 8:00AM - 5:00PM (EST)
Saturday: Closed
Sunday: Closed